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LMPEX vs RWIHX
LMPEX vs RWIHX Comparison
Open Charts LMPEX vs RWIHX
Franklin Global Equity 1
Price$25.74
Change-$0.27 (-1.04%)
VolumeN/A
Net Assets458.29M
American Funds Capital World Gr&Inc R5E
Price$68.56
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
LMPEX vs RWIHX Comparison Chart
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LMPEX vs. RWIHX commentary
Jun 16, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LMPEX is a Buy and RWIHX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 131B vs. LMPEX (458M). RWIHX pays higher dividends than LMPEX: RWIHX (1.72) vs LMPEX (0.80). LMPEX was incepted earlier than RWIHX: LMPEX (19 years) vs RWIHX (10 years). LMPEX (1.04) is less costly to investors than RWIHX (0.56). LMPEX is a more actively managed with annual turnover of: 29.00 vs. RWIHX (27.00). LMPEX has a lower initial minimum investment than RWIHX: LMPEX (0) vs RWIHX (250). LMPEX annual gain was more profitable for investors over the last year : 10.29 vs. RWIHX (6.53). LMPEX return over 5 years is better than : 83.52 vs. RWIHX (52.74).
| LMPEX | RWIHX | LMPEX / RWIHX | |
| Total Expense Ratio | 1.04 | 0.56 | 186% |
| Annual Report Gross Expense Ratio | 1.04 | 0.56 | 186% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 6.320 | 9.118 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 458M | 131B | 0% |
| Annual Yield % from dividends | 0.80 | 1.72 | 47% |
| Returns for 1 year | 10.29 | 6.53 | 158% |
| Returns for 3 years | 58.76 | 44.72 | 131% |
| Returns for 5 years | 83.52 | 52.74 | 158% |
| Returns for 10 years | 101.95 | N/A | - |
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